What are the responsibilities and job description for the Financial Advisor - Coaches, Educators and Career Changers Welcome! position at Northwestern Mutual?
About the Company
Ready to Build a Business That Changes Lives – Including Your Own? For over 168 years, we've helped clients achieve financial security. We’re committed to your success and are searching for special individuals to continue that tradition. No financial experience required! We welcome diverse backgrounds, including sales, insurance, leadership, community influencers, athletes, teachers, military personnel, hospitality, and business professionals. We’ll train, coach, mentor and develop the right candidates with robust training, technology, planning tools, and supportive mentors.
About the Rol
eTraining, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience
.
To become a financial advisor, you must obtain the following license
- s:Life/Accident & Health Certificatio
- nsSecurities Industry Essentials (SI
- E)Series 6 or
- 7Series
63
Compensation & Benef
- itsPerformance-based earnings and reve
- nueAverage advisor gross annual earnings of $128,137 (Financial Representatives with 1–4 Years in Busine
- ss)Average advisor gross annual earnings of $535,832 (Financial Representatives with 5 Years in Busine
- ss)Additional income structure to support training and early developm
- entRenewal income earned for continued client support and policy managem
- entBonus programs and expense allowan
- cesSupport for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and m
- oreCertified Financial Planner® licensing supp
- ortFully company-funded retirement package and pension p
- lanCompetitive and comprehensive medical, vision, and dental pl
- ansLife Insurance and Disability Income Insura
- nceParental benefits at every stage of family plann
- ingNorthwestern Mutual provides pre-payment/reimbursement for course tuition fees and boo
ks.
Qualificat
ionsYou could be right for this opportunity if you h
- ave:Entrepreneurial ambitions to be a business o
- wnerHistory of success in relationship-building or client-facing r
- olesExcellent time-management sk
- illsDesire for continuous learning and collabora
- tionProficient critical thinking sk
- illsStrong communic
- atorStrong sense of motivation and d
- riveLegal authorization to work in the US without sponsor
ship
Why join Northwestern M
- utualTop 5 US Independent Broker-De
- alersUnsurpassed financial strength with total company assets of $366 bi
- llionRecognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Manag
- ementFortune 500® company (June
- 2024)Forbes’ Best Employers for Diversity (
- 2023)Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (
- 2023)2024 Training APEX Award w
inner
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwauk
ee, WI.
Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement
program.
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mut
ual, 2024
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certificat
ion marks.
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be
withdrawn.
Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2023 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: InvestmentNews,
April 2024.
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 08/24 (Aaa, Moody’s Investors Service), 08/23 (A , A.M. Best Company), 07/24 (AAA, Fitch Ratings), 04/24 (AA , S&P Global Ratings). Ratings are subject to change. Total company assets as of J
une 30, 2024.
To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in thei
r own industry
Salary : $271,730 - $2,923,976